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Ratings & Reviews

Overall Rating

4.72 / 5 (168)

Ease-of-Use

4.5 / 5

Value for Money

4.5 / 5

Customer Support

4.5 / 5

Functionality

4.5 / 5

Last Reviewed

March 13, 2020

Pros/Cons

  • Pros

  • Ease of use, EXCELLENT client services and response.

  • We like that it is easy to add pictures of clients, it is easy to personalize, and it is web based!!

  • Cons

  • The software lacks some reporting features. While it does offer a decent selection of report options, our business requires more than it offers.

  • Some of the financial aspects were a little rough to navigate and sometimes had some glitches. Only place we're having trouble

Pricing

Pricing Range

Advisor Recommendations & User Awards

FrontRunners

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Screenshots

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